Tax and other statements

What types of tax summary are available?

Saxo Bank (Schweiz) AG clients can receive a tax summary only for Swiss tax reporting purposes. The summary includes all transactions during the calendar year ending 31 December. The Bank does not offer any non-Swiss tax summaries. For clients residing in another country and/or having other foreign tax obligations, please consult your tax advisor.

How do I obtain a tax summary?

Clients may print their own tax summary directly from the Saxo Bank trading platform (Printing Instructions). The summary includes all transactions during the calendar year.

Will the Bank send me a tax summary?

The Bank does not automatically send a tax summary, neither electronically nor by post. If a client does not wish to print his/her own tax summary from the platform, and requires a summary directly from the Bank we can provide this at a cost.

In order to issue a tax summary, the Bank will charge the client a basic fee of CHF 200, which includes up to 5 positions. Every additional position will have an additional fee of CHF 15. This service is only for physically domiciled individuals in Switzerland, and is subject to value added tax.

To receive an issued tax summary, the client must send a request to Client Account Services by email to cas@saxobank.ch. The fee will be debited directly from the client’s trading account and the summary sent directly via A-Post.

How do I obtain a trading account summary?

A trading account summary is an overview of all transactions that have taken place for a specific time period. Clients may print their own trading account summary directly from the Saxo Bank trading platform (Printing Instructions).

Will Saxo Bank (Schweiz) AG send me a trading account summary?

The Bank does not automatically send a trading account summary, neither electronically nor by post. If a client does not wish to print his/her own trading account summary from the platform, and requires a statement directly from the Bank we can provide this at a cost.

A trading account summary will be provided for an additional cost of CHF 100.-- per account, debited directly from your trading account and be sent via A-Post. Clients wishing to receive the trading account summary by email must clearly include this instruction in the original email request.

To receive an issued trading account summary, the client must send a request to Client Account Services by email to cas@saxobank.ch. The fee will be debited directly from your trading account and the summary sent directly via A-Post.

How do I obtain a tax or trading account summary if I am closing my account?

Clients must print all summaries or request the Bank (cas@saxaobank.ch) to process the trading account summary (as noted above) prior to closing the account. Please be aware that tax and any other account summaries cannot be provided after closure of account.

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